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Name: Fillable Online Planned Giving: Create Your Legacy With Disability Alliance Bc 2024 Fax Email Print - pdfFiller
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Explore planned giving options to support Disability Alliance BC. Your legacy gift helps protect the dignity of individuals with disabilities while providing you with tax benefits.

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What is planned giving brochure?

A planned giving brochure is a document that outlines the options and benefits of making a planned gift to a charitable organization, providing potential donors with information on how to include a charity in their estate plans.

Who is required to file planned giving brochure?

Charitable organizations that are seeking or accepting planned gifts from donors are typically required to file a planned giving brochure to ensure compliance with legal and regulatory standards.

How to fill out planned giving brochure?

To fill out a planned giving brochure, an organization should include information about the types of planned gifts accepted, the tax benefits involved, contact information for further inquiries, and anecdotes or testimonials from previous donors.

What is the purpose of planned giving brochure?

The purpose of a planned giving brochure is to educate potential donors about the opportunities available for making a planned gift, to encourage charitable contributions, and to ensure clarity regarding the benefits and processes involved.

What information must be reported on planned giving brochure?

The information reported on a planned giving brochure should include details about the types of gifts accepted, benefits for donors, tax implications, organization contact information, and instructions on how to make a planned gift.

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